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iShares Energy Storage & Materials ETF
IBAT

5 hedge funds and large institutions have $5.59M invested in iShares Energy Storage & Materials ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding

Funds holding: 2 → 5 (+3)

0.06% more ownership

Funds ownership: 90.63% → 90.7% (+0.06%)

15% less capital invested

Capital invested by funds: $6.57M → $5.59M (-$975K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SS
Sunbelt Securities
Texas
+$193K
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$24
3
TRCT
Tower Research Capital (TRC)
New York
+$24

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$119K
2
OMC
Old Mission Capital
Illinois
-$70K

IBAT Hedge Fund Activity: Q4 2024 in Review

5 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in iShares Energy Storage & Materials ETF (IBAT) for Q4 2024, worth a combined $5.59M — down 15% from $6.57M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new IBAT positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Sunbelt Securities, opening a new position worth an estimated $193K. The largest seller was BlackRock, cutting an estimated $119K.

  • 5 institutional investors held iShares Energy Storage & Materials ETF (IBAT) as of Q4 2024, up from 2 in Q3 2024.
  • Funds reported $5.59M of iShares Energy Storage & Materials ETF stock for Q4 2024, down 15% quarter-over-quarter.
  • 3 funds opened new iShares Energy Storage & Materials ETF positions in Q4 2024 and 0 closed out, a net change of +3 holders.
  • The largest iShares Energy Storage & Materials ETF buyer in Q4 2024 was Sunbelt Securities, an estimated $193K added.
  • The largest iShares Energy Storage & Materials ETF seller in Q4 2024 was BlackRock, an estimated $119K sold.

Based on aggregated 13F filings for Q4 2024.